If you have just inherited a Roth IRA from your parent, spouse, or non-spouse, here are the rules for taxes and beneficiaries you need to know.

There has been a change to inherited individual retirement account rules which mandates that certain heirs must take required withdrawals each year or face an IRS penalty. Starting in 2025, certain ...

Inheriting an IRA from someone who was not your spouse can feel like a financial gift — until you meet the maze of rules with ...

My Oak Partners practice is a useful source of inspiration for the column, serving such a wide variety of investors and families with unique planning needs, I figure if I am seeing an issue in the ...

The "stretch IRA" is gone for most beneficiaries who inherit IRAs from people who aren't their spouses. Before 2020, deceased owners of traditional IRAs could leave their accounts to their kids, ...

An inherited individual retirement account rule change for 2025 could trigger a 25% tax penalty for certain heirs. Since 2020, most non-spouse heirs must empty inherited IRA accounts by the 10th year ...

There has been a change to inherited individual retirement account rules which mandates that certain heirs must take required withdrawals each year or face an IRS penalty. Stream Connecticut News for ...